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Steward Partners Investment Advisory, LLC: RDVI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on RDVI, newest first. How the timeline and the estimate are built.

Steward Partners Investment Advisory, LLC held 604,216 RDVI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 604,216 shares
    Change vs previous 13F +82,201 shares

    0.09% of the 13F portfolio, value $17,763,962.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 522,015 shares
    Change vs previous 13F +392,588 shares

    0.07% of the 13F portfolio, value $13,337,492.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 129,427 shares
    Change vs previous 13F +8,015 shares

    0.02% of the 13F portfolio, value $3,396,154.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 121,412 shares
    Change vs previous 13F +15,737 shares

    0.02% of the 13F portfolio, value $3,138,498.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 105,675 shares
    Change vs previous 13F +19,859 shares

    0.02% of the 13F portfolio, value $2,611,220.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 85,816 shares
    Change vs previous 13F +43,708 shares

    0.02% of the 13F portfolio, value $2,035,561.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 42,108 shares
    Change vs previous 13F +36,358 shares

    0.01% of the 13F portfolio, value $1,020,698.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,750 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $141,680.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).